Position in XPEL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$816,912
+$72,769 QoQ
Shares Held
16,470
-2.0% QoQ
Ownership
0.060%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#87
of 207 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XPEL Over Time
Shares Held
Position Value (USD)
Position in Auto Parts
Consumer Cyclical · as of Jun 30, 2026Thrivent Financial for Lutherans holds $326,345,390 across 27 Auto Parts names. XPEL ranks #22 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MOD |
Modine Manufacturing Co
|
330,996 | $88,382,550 | |
| 2 | AAP |
Advance Auto Parts Inc
|
1,263,771 | $78,631,831 | |
| 3 | AZO |
Autozone Inc
|
20,981 | $67,054,013 | |
| 4 | ORLY |
O Reilly Automotive Inc
|
399,274 | $36,769,141 | |
| 5 | GTX |
Garrett Motion Inc.
|
227,432 | $8,239,861 | |
| 6 | BWA |
Borgwarner Inc
|
116,634 | $7,744,497 | |
| 7 | ATMU |
Atmus Filtration Technologies Inc.
|
118,639 | $6,049,402 | |
| 8 | LKQ |
Lkq Corp
|
176,991 | $4,660,173 |
All Filings in XPEL
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $816,912 | 16,470 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $744,143 | 16,813 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $863,842 | 17,308 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $600,782 | 18,167 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $598,847 | 16,681 | Shares | Sole | 2025-08-26 | |
| 2025-03-31 | $489,265 | 16,653 | Shares | Sole | 2025-08-26 | |
| 2024-12-31 | $699,908 | 17,524 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $771,942 | 17,799 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $628,131 | 17,664 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,159,053 | 21,456 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,182,384 | 21,957 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,500,329 | 19,457 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,579,798 | 18,758 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,320,336 | 19,431 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $1,207,926 | 20,112 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $1,306,069 | 20,268 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $747,602 | 16,277 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $709,551 | 13,487 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||